首破10亿美元！“AI应用神话”Palantir Q2营收暴增48%，上调全年指引

Core Viewpoint - Palantir's second-quarter earnings report highlights a significant surge in revenue driven by increased demand for AI applications, marking the company's first revenue exceeding $1 billion in a quarter and prompting an upward revision of its full-year guidance [1][2]. Financial Performance - In Q2, Palantir achieved revenue of $1.004 billion, surpassing the expected $940 million, and representing a year-over-year growth of 48% [2]. - The adjusted earnings per share (EPS) were reported at $0.16, exceeding the anticipated $0.14 [2]. - Revenue from U.S. operations grew by 68% year-over-year, reaching $733 million, with commercial revenue nearly doubling to $306 million [3]. Government Contracts and Growth - Palantir's revenue from U.S. government contracts increased by 53% to $426 million, accounting for over 42% of total revenue [4]. - The company completed 66 transactions exceeding $5 million and 42 transactions over $10 million, with total contract value rising 140% to $2.27 billion [4]. - Palantir has raised its full-year revenue forecast to a record high of $4.142 billion to $4.15 billion, up from a previous estimate of $3.89 billion to $3.9 billion [4]. Market Position and Valuation - Palantir's stock price surged nearly 5% post-earnings, with a cumulative increase of over 641% since June of the previous year, leading to a market capitalization exceeding $379 billion [1][6]. - The company's expected price-to-earnings (P/E) ratio stands at 276, indicating a high valuation compared to peers [6][7]. Strategic Insights - CEO Alex Karp emphasized the role of AI breakthroughs in driving growth and expressed ambitions for Palantir to become a dominant software company [6]. - The company aims to increase revenue while reducing employee count, targeting a tenfold revenue increase with a current workforce of 4,100 [6].